- Company: Maple Creek PartnersWilling to do Public Speaking?: YesPublic Speaking Topics:
Intergenerational farm & Wealth Transfer/ Succession Planning
Elder Planning Issues - Longevity & Aging-Related Awareness & Consequence PreparednessPete Aarssen began his career in financial services in 1983. He then spent the next 34 years in sales, sales management and executive leadership responsibilities with the Great West Life group of companies. He and his wife Shelley have lived in several cities throughout Ontario and Pete has professionally supporting his parent firm’s efforts by working throughout all of the Read more... - Company: Allied Financial Services Limited/ Manulife Securities Investment Services Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
Succession Strategies
Life Insurance Strategies
Investment StrategiesWe have been serving the agricultural producer since 1956. Our goal is to create an effective and appropriate financial strategy designed to meet our clients’ objectives. We achieve this goal by being our clients’ trusted professional advisors offering value-added products, with knowledgeable support services for the long term. Our focus is on your best interest. Our consultation process allows the Read more... - Company: RBC Royal BankCarson was born and raised on a cow/calf, feedlot and cash crop operation in the south-west corner of London. Throughout his Bachelor of Commerce in Food and Agricultural Business at the University of Guelph, Carson took every opportunity possible to visit a farm and learn something new from each and every farmer and agri-business. Spending summers during university working in Read more...
- Company: Definition FinancialFor over 25 years, Tim Duquette has been helping individuals, farm families and businesses, grow and protect their wealth. Working with a network of highly skilled professionals, Tim specializes in Estate, Tax, and Succession Planning Strategies. His holistic, integrated approach to wealth management both simplifies and enhances the quality of his clients’ lives. Helping people achieve their lifestyle and legacy Read more...
- Company: Farm Family Transition ExpertWilling to do Public Speaking?: YesPublic Speaking Topics:
- Finding fairness in farm transition.
- Tools to talk about tough transition issues
- Becoming a Conflict Competent LeaderSeeing. Elaine Froese helps farm families to get clarity of expectations, certainty of timelines and agreements and a commitment to action for their farm transition plan. She is an expert communicator who helps resolve conflict and increase communication for farm families wanting to transition to the next generation. Awarded the Wilson Loree Excellence in Farm Mgt. Award 2018. Author of Read more... - Company: Farm Credit CanadaI grew up on a dairy farm. I am a member of the Ordre des Agronomes du Quebec since 1995. I have experience with the feed industry, banking system, insolvency, bankruptcy, credit and farm financing. I have been employed at FCC since 2002, as District Director for Eastern Ontario, North of Ontario and North of Quebec, including Gatineau and Outaouais. As a Read more...
- Company: Green Private Wealth CounselWilling to do Public Speaking?: YesPublic Speaking Topics:
- Life & Disability Insurance
- Off farm investing or post-sale investingPortfolio Manager/ Insurance Advisor Green Private Wealth Counsel David Harris is a Chartered Investment Manager (CIM) and a Certified Financial Planner (CFP) certified by the Financial Planning Standards Council (FPSC). David grew up in Embro, Ontario and lived in Alberta for 10 years holding management positions in the hotel industry. David began his financial services career in 1999 as a Read more... - Company: Allied Associates LLP, Chartered Professional AccountantsI joined Allied Associates LLP, Chartered Accountants in 1990. Predominantly, our clients are involved in agriculture or agri-business so I have had the privilege of working in the industry for over 25 years. Growing up, I worked on a fruit farm in the Plympton-Wyoming area so Allied was a natural fit for me as I always had an appreciation for Read more...
- Company: Farm Credit CanadaRelationships focused with a passion for agriculture. I strive to be in financial partnerships with farm clients and understand their business. Read more...
- Company: McKercher LLPNikki has assisted numerous clients with finance, commercial (non-First Nations and First Nations) land transactions and general business matters. This work includes: commercial lending and financing arrangements, including private placements and public offerings; purchase, sale, leasing and development of real property including that which involves First Nations’ Reserve lands; corporate and non-corporate-entity documentation and advice; First Nations’ governance and trust Read more...
- Company: Miller Thomson LLPScott brings a wealth of comprehensive litigation expertise to Miller Thomson having extensive experience in both private and public practice. Scott has a broad litigation practice and prides himself in his ability to represent any party to a legal dispute. He provides advice and representation on a wide range of disputes and claims including, but not limited to, personal injury, Read more...
- Company: Hub Capital Inc.HARVEY TRIBE, CFPⓇ is a Certified Financial PlannerⓇ Professional who has worked in the financial services industry for 35 years, the past 30 in an advisory role for personal, small business and agricultural clients. By using the big-picture approach, I currently assist clients and prospects to figure out how to meet their life goals, put their plan into action and Read more...
- Company: Prairie Wealth Planning ConsultantsWilling to do Public Speaking?: YesPublic Speaking Topics:
Estate Planning
Succession & Exit Strategies
Retirement PlanningMember: FPSC, ICM Read more... - Company: Farm Management CanadaHeather Watson is the Executive Director of Farm Management Canada (FMC). Heather obtained her Bachelor’s from the University of Guelph, and went on to obtain her Master’s degree from the University of Warwick in Coventry, England. Heather’s passionate about education and committed to enhancing efforts to encourage better business management practices for a sustainable and truly remarkable agriculture industry in Read more...